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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: H.A.M. who wrote (59140)1/14/1999 1:23:00 PM
From: gbh  Read Replies (1) | Respond to of 61433
 
But, Gary, everyone familiar with the high-tech industry would know that foreign accents are a fact of life in that territory.

Yes, but at the very top, its rare. But thats not the point. That drub monotone, coupled with the accent, simply makes him difficult to understand, and not easy to listen to.

When I made my decision to invest in ASND years ago, I had never seen or listened to Mory before. Actually, I never considered that as a factor in making my decision. I looked at the numbers, the hard facts, and the prospects of the business.

100% agree. For an early to middle stage company, the technology for the most part, sells itself. This was the case with ASND. Their RAS/RAC gear was put on the market at just the right time. But for the maturing company, that finely polished CEO, the one who personally makes the billion dollar sales calls, is a mighty strong asset.

As for the comparison between Mory and John Chambers, looking at
the chart below, I would say that Mory's accent did not have an effect on ASND investors and it outperformed CSCO about 4:1 since ASND's inception, and the future even looks brighter.


Quite an impressive ASND chart. But you are comparing the hyper-growth phase of ASND with CSCO middle growth phase. CSCO had already split 4 times and risen almost 4000% by the time ASND went public.



To: H.A.M. who wrote (59140)1/14/1999 11:08:00 PM
From: Jack Whitley  Respond to of 61433
 
<<Besides, Mory would never have had the chance to ascend to the top of ASND if he did not have the relevant qualifications in such a cutthroat competitive business. As for the comparison between Mory and John Chambers, looking at the chart below, I would say that Mory's accent did not have an effect on ASND investors and it outperformed CSCO about 4:1 since ASND's inception, and the future even looks brighter.>>

I wouldn't care if Mory used sign language on TV, it is results that count, and they are always the final arbiter. Mory has kicked a certain someone's ass to the point of embarrassment. If Mory came back from the beach, and went with another tech company that competed with the CEO from Cisco, and they each had to be on TV once per week, for the next 5 years, I would still put ALL MY MONEY ON MORY. The guy is a warrior.

jww